Institutional Ownership Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC). We have compiled data on the 430 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
977,472
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2024
Added 5.38%
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
904,475
shares
|
$12.7 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
877,345
shares
|
$12.3 Million
1.45% of portfolio
|
Q1 2024
Added 4816.75%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
876,046
shares
|
$12.3 Million
0.28% of portfolio
|
Q1 2024
Added 34.07%
|
|
Marion Wealth Management
|
Apr 08, 2024 Q1 2024 |
805,895
shares
|
$11.3 Million
3.34% of portfolio
|
Q1 2024
Added 58.88%
|
|
Marks Wealth, LLC
|
Apr 30, 2024 Q1 2024 |
792,036
shares
|
$11.1 Million
4.15% of portfolio
|
Q1 2024
New holding
|
|
Johnson Financial Group, LLC
Denver, CO |
May 10, 2024 Q1 2024 |
786,351
shares
|
$11 Million
1.38% of portfolio
|
Q1 2024
Reduced 33.73%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
703,275
shares
|
$9.88 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
682,405
shares
|
$9.59 Million
2.59% of portfolio
|
Q4 2023
Reduced 16.55%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
675,384
shares
|
$9.49 Million
0.15% of portfolio
|
Q2 2023
Added 1.63%
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
663,941
shares
|
$9.33 Million
3.51% of portfolio
|
Q4 2023
Reduced 5.5%
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 03, 2024 Q1 2024 |
659,311
shares
|
$9.26 Million
5.2% of portfolio
|
Q1 2024
New holding
|
|
Integrated Capital Management, Inc.
|
Apr 11, 2024 Q1 2024 |
637,641
shares
|
$8.96 Million
7.61% of portfolio
|
Q1 2024
Added 2.92%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
637,453
shares
|
$8.96 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
628,930
shares
|
$8.84 Million
0.11% of portfolio
|
Q1 2024
Reduced 29.52%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
597,364
shares
|
$8.39 Million
1.93% of portfolio
|
Q4 2023
Added 6.84%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 15, 2024 Q1 2024 |
581,350
shares
|
$8.17 Million
1.48% of portfolio
|
Q1 2024
Added 1.19%
|
|
Cambria Investment Management, L.P.
|
May 14, 2024 Q1 2024 |
577,892
shares
|
$8.12 Million
0.5% of portfolio
|
Q1 2024
Added 1.24%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
577,057
shares
|
$8.11 Million
0.0% of portfolio
|
Q1 2024
Added 7.72%
|
|
Echo45 Advisors LLC
|
Apr 18, 2024 Q1 2024 |
573,451
shares
|
$8.06 Million
5.89% of portfolio
|
Q1 2024
Added 5.36%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
567,700
shares
|
$7.98 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Evolution Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
558,416
shares
|
$7.85 Million
1.5% of portfolio
|
Q1 2024
Reduced 9.82%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
520,671
shares
|
$7.32 Million
0.0% of portfolio
|
Q1 2024
Added 0.12%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
516,159
shares
|
$7.25 Million
0.03% of portfolio
|
Q1 2024
Added 21.39%
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
498,338
shares
|
$7 Million
2.43% of portfolio
|
Q1 2024
Added 0.74%
|